Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey charges fees for investment management, financial planning, and retirement plan consulting. Investment management fees generally range from 0.50% to 1.00% annually, negotiable based on service scope. Financial planning fees range from $500 to $5,000, or $200/hour for consultations, with administrative staff billed at $75/hour. Retirement plan consulting fees range from 0.10% to 0.50% of plan assets. A minimum of $50,000 is generally required for investment management services, but this may be waived.
Areas of Practice
Advisor Information
Office location
15 W 5th Street, Covington, KY, 41011
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is involved in several outside business activities. He works with Lang Advisors (DBA- Integrity Capital) as an RIA, is a member of Caza Prosperities LLC (a real estate holding company), and serves as Treasurer for Covington Partners (a non-profit). James also works as an agent for fixed insurance and fixed annuity sales for PKS Financial, dedicating about a quarter of his time.